Mr Mark Summers

Membership category: Full Member i

'TEP' status denotes full membership of STEP and is the top level of STEP membership. TEPs are fully qualified practitioners with proven qualifications and experience. They can use the letters 'TEP' after their name. TEPs must adhere to STEP's Code of Professional Conduct.

Basteiplatz 7

Telephone: +41 43 430 02 40
Practice Areas: Estate planning/administration, Tax, Trust planning/administration, Wills and probate
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Estate Planner / Lawyer/Solicitor/Attorney / Tax Advisor
Charles Russell Speechlys
STEP Zurich Centre
Zurich Centre Committee
Special Interest Groups:
Cross-Border Estates
Mark is head of Speechly Bircham's Zurich office. Mark specialises in international estate planning focusing on cross border structures and investments that are compliant, tax efficient and protect wealth. He has particular experience of working with clients with US connections, European and Latin American clients. His practice also has an emphasis on business owners and entrepreneurial clients particularly in the private equity and hedge fund sectors. He is experienced in establishing alternative estate planning structures such as family limited partnerships and foundations and in dealing with programmes for the regularisation of clients’ tax affairs such as the Liechtenstein Disclosure Facility (LDF). Mark frequently advises on jurisdictional relocation for individuals, families and their structures and he has significant experience of tax efficient structuring for the acquisition of UK real estate, art and other assets by those non-resident from the UK.

Chambers Global 2011 ranks Mark as a leading individual for international private client work and says that “clients praise his practical and approachable demeanour”. In the 2010 edition it also described him as having an “ability to come up with new and cutting-edge ideas.”

Legal 500 2010 describes Mark as having “US/UK expertise”.

In 2009 Mark was also included in Private Client Practitioner’s ‘35 under 35’ leading professionals in private client work.

In 2010 he received the STEP President’s Prize for his taxation thesis for full membership of STEP and was included in Dow Jones’ 40 under 40 most influential wealth advisers in Europe.

In 2010 and 2011 he was listed in Legal Experts.

Mark is a member of the International Bar Association (IBA) and International Tax Planning Association (ITPA)

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